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Wealthbox Revenue and Competitors

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Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Wealthbox's estimated annual revenue is currently $390k per year.(i)
    • 0

Employee Data

    00

Wealthbox's People

NameTitleEmail/Phone
1
CTO & CofounderReveal Email/Phone
2
CEO & Co-FounderReveal Email/Phone
3
VP SalesReveal Email/Phone
4
Head Customer SuccessReveal Email/Phone
5
VP FinanceReveal Email/Phone
6
Head DesignReveal Email/Phone
7
SVP RevenueReveal Email/Phone
8
Head Product & OperationsReveal Email/Phone
9
VP SalesReveal Email/Phone
10
Head EngineeringReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$44.4M192N/AN/AN/A
#2
$11.2M59N/AN/AN/A
#3
$2.8M28N/AN/AN/A
#4
$0.5M1713%$2.5MN/A
#5
$2.7M27N/AN/AN/A
#6
$1.5M19N/AN/AN/A
#7
$10M77-8%$54.3MN/A
#8
$29.1M208-7%$20MN/A
#9
$3.2M30-64%$34MN/A
#10
$14.1M101-5%N/AN/A
#11
$64.7M398N/AN/AN/A
#12
$9.1M70-1%N/AN/A
#13
$0.3M4N/AN/AN/A
#14
$5.1M44N/AN/AN/A
#15
$0.3M4N/AN/AN/A
#16
$17M81N/AN/AN/A
#17
$10.7M82-11%$20MN/A
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What Is Wealthbox?

keywords:N/A

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Total Funding

N/A

Number of Employees

$390k

Revenue (est)

N/A

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealthbox News

2022-04-17 - Orion Advisor Solutions Acquires Redtail Technology | RIAIntel

“It won't help those already on Saleforce, Wealthbox, [or Microsoft Dynamics 365] but Redtail has a long-standing client base and this might...

2022-03-22 - Wealthbox raises $31 million after finding its groove ...

Wealthbox is owned by the holding company Starburst Labs, and, until recently, Starburst's portfolio included a number of other firms, from...

2022-03-22 - Wealthbox Announces $31 Million Equity Investment from ...

Founded by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is a purpose-built CRM technology for financial advisors at wealth...

2021-04-06 - Wealthbox Announces Integration with Schwab Advisor Center®

PROVIDENCE, R.I., April 6, 2021 /PRNewswire/ -- Wealthbox, a leading CRM software product designed for financial advisors, announced integration with Schwab Advisor Center. The new integration between Wealthbox and Schwab allows advisors using Wealthbox to seamlessly log into Schwab Advisor C ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$40.9M0N/A$11.9M
#2
$48.8M0N/A$31.6M
#3
$13.9M0N/A$35M
#4
$22.4M0N/A$3.7M
#5
$1850M0N/AN/A